-66.4%
NTHI vs VT
+38.2%
-104.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.1% | -0.5% | -18.6% | -19.1% |
| 7D | -14.0% | +1.0% | -15.0% | -13.9% |
| 30D | +16.3% | -0.2% | +16.5% | +16.3% |
| 3M | -9.4% | +4.5% | -13.9% | -9.3% |
| 6M | -57.0% | +14.1% | -71.0% | -56.8% |
| YTD | -50.8% | +14.8% | -65.5% | -50.1% |
| 1Y | -50.7% | +21.2% | -71.9% | -48.0% |
| All | -66.4% | +38.2% | -104.5% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling